Morningstar

MFS Low Volatility Equity Fund Class R4 MLVRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.61  /  0.00
  • Total Assets 364.2M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.92%
  • Turnover 23%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MLVRX

Will MLVRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MLVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MLVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Low Volatility Equity R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLVRX

More MLVRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KLA Corp

3.31 12M
Technology

Alphabet Inc Class A

3.27 12M
Communication Services

Teledyne Technologies Inc

3.14 11M
Technology

Johnson & Johnson

3.06 11M
Healthcare

Apple Inc

2.62 10M
Technology

NVIDIA Corp

2.61 9M
Technology

McKesson Corp

2.58 9M
Healthcare

Merck & Co Inc

2.45 9M
Healthcare

Visa Inc Class A

2.15 8M
Financial Services

Microsoft Corp

2.04 7M
Technology

Sponsor Center